The Adviser Platform gets website update

TAP is encouraging advisers to embrace upcoming regulatory changes and is committed to providing a pathway to business success within the new regulatory environment.

TAP spokesman Ryan Edwards said it was a good time for advisers to ensure their house was in order with processes that were well-documented and transparent.

“We know IFAs are the future of advice in New Zealand. We also know that advisers who adapt quickly, embrace change and always have a long-term business focus will dominate the industry.”

He said advisers often said they were frustrated at the time they had to spend on admin, concerned about issues with data quality and consistency in their CRM, annoyed at trying to be a business owner, sales manager, and administrator at the same time, and worried about how well their business stacked up in the face of changing regulations.